827 hedge funds and large institutions have $15.8B invested in Factset in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 283 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 283

2% less capital invested

Capital invested by funds: $16.2B → $15.8B (-$314M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$25.7M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$135M
3 +$86.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41.1M
5
UBS AM
UBS AM
Illinois
+$25.4M

Top Sellers

1 -$104M
2 -$102M
3 -$96.9M
4
BlackRock
BlackRock
New York
-$68.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$60M
Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
851
McElhenny Sheffield Capital Management
Texas
AGC
852
Aspen Grove Capital
Colorado
N
853
Numerai
California
TCM
854
TruNorth Capital Management
Michigan
WAG
855
Wallace Advisory Group
California
USAA
856
United Services Automobile Association
Texas
SAW
857
Signal Advisors Wealth
Michigan
WCF
858
West Coast Financial
California
CGH
859
Crossmark Global Holdings
Texas
AC
860
AXQ Capital
New Jersey
HTC
861
Haverford Trust Company
Pennsylvania
Walleye Trading
862
Walleye Trading
New York
CBUSF
863
Construction & Building Unions Superannuation Fund
Australia
VCM
864
Virtue Capital Management
Tennessee
PTC
865
Petrus Trust Company
Texas
KIA
866
KCM Investment Advisors
California
CFM
867
Catalyst Funds Management
Australia
PWP
868
Phillips Wealth Planners
Mississippi
CL
869
Choreo LLC
Illinois
FCM
870
FJ Capital Management
Virginia
BC
871
Bridgefront Capital
Texas
MC
872
Middleton & Co
Massachusetts
WEG
873
World Equity Group
Illinois
OC
874
Oppenheimer & Co
New York
JSW
875
Journey Strategic Wealth
New Jersey